Partner Networks Blog - MDF
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Partner Management Tools To Measure ROI
Jamie Grenney Jan 14, 2006How are you tracking the ROI on all of your partner sales and marketing expenditures? Are you running marketing development or coop advertising programs? Do you have visibility to the effectiveness of the money you are allocating to your territories and/or your partners? A new tool is available today to help you manage all of your channel marketing programs. Visit the AppExchange and either test drive or get some of the applications designed specifically for companies that sell through distributors, resellers, VARS, or agents. The Partner Relationship Management applications are best practices in channel management. Budgets
are created, managed, and allocated. Fund Requests are submitted and approved and claims are submitted, approved and processed. The entire process is supported with reports and dashboard to track ROI and fund effectiveness. A sample dashboard is included for your review. For many customers, once the application is viewed, there is no need to rely on spreadsheets to track sales and marketing expenditures. The information is now centralized and tied to users, accounts, campaigns, and opportunities. All of the Partner Relationship Management applications are available to test drive and install. Start with the Channel Funds application and see how all of your budgets, request, and claims processes are now consolidated using Salesforce.com. -
Best Practice Channel Management Tools Now Available on the AppExchange
Jamie Grenney Jan 8, 2006We’re excited to bring to you a set of best practice channel management tools to help your organization more effectively manage your partners and drive incremental channel revenues. We launched 6 new PRM (partner relationship management) applications. The applications include: Channel Finance, Funds Management, Rebates & Promotions, Channel Plans, Partner Communications, and Special Pricing. The release of these applications is a direct result of the AppExchange and Salesforce’s flexible platform. Our team has leveraged years of PRM expertise to bring you tools to download and use immediately in your channel organizations.
Consider the Funds Management application. Budgets are created, approved and managed. Fund requests are created, approved, and tracked. And then, proof of performance is verified through the claims process. All transactions roll up to global channel marketing budgets. Companies today are using spreadsheets and home grown solutions to solve these problems and now Salesforce is offering them to you for free. To test drive or download any or all of these applications, please visit the AppExchange.Here are the direct links to the URLs to test drive and download these applications.
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Build your own PRM program using Custom Objects?
Jamie Grenney Sep 8, 2005Many of our customers today are leveraging custom objects to build PRM applications to manage, track and measure their partner programs. Companies engage with their partners through sharing of Leads and joint selling with Opportunities. This part is straightforward and already managed through core Salesforce SFA and Partner Portal. Other companies are also enabling partner management processes through Salesforce’s Custom Objects. Some types of partner management applications needed by channel managers worldwide include: co-marketing funds, special pricing authorizations, certification tracking, deal registration, certifications, and channel account planning. The Dashboard inlcuded in this post shows how Custom Objects have been designed to support rebates, market development funds (MDF), and coop.
The dashboard is presented on top of marketing request and claim objects modeled against best practice PRM processes. Now channel managers, inside of Salesforce, can easily track the marketing requests and claims submitted by their partners. These objects are easily exposed to partners using Salesforce’s Partner Portal Toolkit. Have you created PRM processes using these objects? Have you exposed these objects to partners? Share your PRM successes and questions.
